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Scoping Document

Name the deal in the form below. Cobl writes the scoping document from your meetings and emails: goals, scope, assumptions and decisions to make.

Deal scoping note
A clear scope, assumptions and decisions before the proposal.
true
true
true
Discovery notes (opt.)
Client brief (opt.)
Which deal do you want to scope?

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Customer logos: Vinci Energies, Orano, Econocom, Ayming, Paragon, Randstad, Free, Adista, Alcatel-Lucent

Try it with Cobl

Write the scoping note for this deal.

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Get a short note with goals, scope, assumptions and constraints.

What is in and out of scope?

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See a clear list of inclusions and exclusions.

Which decisions are still needed?

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Get the decisions to make, with the owner of each.

Send it to the client for validation.

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Receive the note as an A4 document, ready to share.

Try it with Cobl

Agree on the scope before you write the proposal

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From your discovery

Goals, needs and constraints taken from meetings and emails.

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Clear scope and assumptions

What is included, what is not, and what you assume.

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Decisions to make

The open points to settle before the proposal.